Institutional Ownership Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST). We have compiled data on the 4,090 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $301 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
430
shares
|
$448,838
0.15% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
430
shares
|
$448,838
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
429
shares
|
$447,794
0.13% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
429
shares
|
$447,794
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
428
shares
|
$446,750
0.22% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
428
shares
|
$446,750
0.22% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
427
shares
|
$445,706
0.3% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
427
shares
|
$445,706
0.05% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
427
shares
|
$445,706
0.28% of portfolio
|
Q2 2023
Added 2.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
425
shares
|
$443,619
0.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
425
shares
|
$443,619
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
425
shares
|
$443,619
0.11% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
424
shares
|
$442,575
0.15% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
424
shares
|
$442,575
0.23% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
424
shares
|
$442,575
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
423
shares
|
$441,531
0.14% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
423
shares
|
$441,531
0.38% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
423
shares
|
$441,531
0.2% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
423
shares
|
$441,531
0.25% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
423
shares
|
$441,531
0.24% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
422
shares
|
$440,487
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
421
shares
|
$439,444
0.03% of portfolio
|
Q4 2024
Reduced 17.29%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
421
shares
|
$439,444
0.22% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
420
shares
|
$438,400
0.14% of portfolio
|
Q4 2024
Added 23.89%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
420
shares
|
$438,400
0.23% of portfolio
|
Q3 2024
Reduced 1.18%
|